Financial Services Representative

2 days ago


Cuba, New Mexico, United States Wells Fargo Bank Full time
About This Opportunity

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team as a Customer Relationship Specialist. In this role, you will be responsible for building strong relationships with customers, providing exceptional service, and helping them achieve their financial goals.

Key Responsibilities:
  • Customer Engagement: Develop and maintain strong relationships with customers, understanding their needs and providing tailored solutions to meet those needs.
  • Product and Service Knowledge: Stay up-to-date on Wells Fargo's products and services, effectively communicating the benefits and features to customers.
  • Account Management: Manage customer accounts, resolving issues, and escalating concerns as needed.
  • Tech Savvy: Educate customers on the value of mobile banking options and provide assistance with digital transactions.
Requirements:
  • 6+ Months of Customer Experience: Previous experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bilingual Proficiency: Spanish/English speaking and listening proficiency required.
Preferred Qualifications:
  • Complex Transaction Expertise: Ability to handle complex transactions across multiple systems, with a focus on customer satisfaction.
  • Team Collaboration: Experience working with others to meet customer needs, fostering strong relationships within the team.
What We Offer:
  • Competitive Salary: $45,000 - $60,000 per year, based on location and experience.
  • Benefits Package: Comprehensive benefits, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • Professional Growth Opportunities: Ongoing training and development opportunities to help you advance in your career.
About Us:

Wells Fargo is a leading financial services company committed to helping customers succeed financially. We believe in diversity, equity, and inclusion, and we welcome applications from all qualified candidates.



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